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Lancashire, Merseyside & Cumbria Specialist Regional Roadshow

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Lancashire, Merseyside & Cumbria Specialist Regional Roadshow Agenda Lancashire, Merseyside & Cumbria Specialist Regional Roadshow | Retirement & Investment | H2 2021 Venue: Bolton Whites Hotel, De Havilland Way, Bolton , BL6 6SF Date: Thursday 07 Oct 2021 3:30 Lancashire, Merseyside & Cumbria Specialist Regional Roadshow | Retirement & Investment | H2 2021 In association with our Partners in Professionalism: 7-Oct-2021 08:45 - 09:30 Registration 09:30 - 09:40 Chair Introduction Ailsa Thomas, Springfield Financial Services, Spr 09:40 - 10:15 The New Age of Capitalism (Part 1) Outline the factors that are driving change towards a ‘’New Age of Capitalism’’ Explain why ‘’Companies with a purpose’’ can create long term competitive advantages. Understand the Tenets of Conscious Capitalism. Andrew Burns , M&G Investments 10:15 - 10:50 Corporate Bonds: The Underappreciated Asset Class in Which Alpha Generation is the Key Lancashire, Merseyside & Cumbria Specialist Regional Roadshow | Retirement & Investment | H2 2021 The outlook for corporate bonds, including how they may behave in a range of inflation scenarios. How, after a prolonged period of declining market and policy interest rates, a resurgence in credit market volatility could create some attractive opportunities for active fund managers to generate meaningful alpha, in a sector characterised by a wide dispersion of returns between top- and bottom-performing strategies. The merits of genuinely active credit strategies in a rising interest rate environment, where passive strategies may be more prone to struggling. The relative attractions of corporate bonds and mainstream equities, in terms of both long-term performance and volatility. How the Jupiter corporate bond strategy has meaningfully flexed its asset allocations in recent years, enabling the management team to generate alpha both in risk-on and risk-off environments. The importance of detailed credit research to building a meaningful picture of the true characteristics of individual issues, using case studies to illustrate the sometimes-surprising differences in risk/reward characteristics between different credit ratings and sectors. The “levers” available to active credit managers to control risk exposure through the economic and interest-rate cycle. Why the corporate bond fund universe is markedly less homogeneous than it may at first seem. Harry Richards , Jupiter Asset Management 10:50 - 10:55 Professional Qualifications Officer Ailsa Thomas, Springfield Financial Services, Spr 10:55 - 11:15 Morning Break 11:15 - 11:20 Chartered Champion Ailsa Thomas, Springfield Financial Services, Spr 11:20 - 11:55 Tax Planning Considerations for Businesses Owners Lancashire, Merseyside & Cumbria Specialist Regional Roadshow | Retirement & Investment | H2 2021 Understand the consequences of retaining too much cash within a business. Identify advice opportunities for business owning clients. Articulate solutions that can be used with business owners. Matthew Johnson, Octopus Investments 11:55 - 12:30 The New Age of Capitalism (Part 2) To provide a rationale for the rise in the popularity of Responsible Investment. To review how the Asset Management and Financial Advice industries are responding. To be able to clearly articulate why a client’s money will now make a difference. To understand the various ‘types’ of responsible investor and their respective needs. To create the narrative for client conversations. To explain that ESG is simply an input to the investment process – Sustainability is an output. To explain the revised suitability journey and the practical application of fact find. To show how a CIP might evolve to meet the opportunity. Jamie Farquhar, Square Mile 12:30 - 12:35 Education Outreach Ambassador Kerry Houghton, Mattioli Woods 12:35 - 13:15 Lunch 13:15 - 13:20 Membership Officer Lancashire, Merseyside & Cumbria Specialist Regional Roadshow | Retirement & Investment | H2 2021 Harish Patel, IDS Financial Services Ltd 13:20 - 13:55 Vorsprung Durch Active…… Describe some of key considerations when seeking to blend Multi Asset funds. Explain some of the key benefits of active Multi Asset funds. Consider how and why blending Multi Asset funds may not always be necessary. Simon Morris, Premier Miton Investors 13:55 - 14:30 Regulatory Outlook Matt Connell, Chartered Insurance Institute 14:30 - 14:35 Chair's close Ailsa Thomas, Springfield Financial Services, Spr Lancashire, Merseyside & Cumbria Specialist Regional Roadshow | Retirement & Investment | H2 2021 The content in each session has been carefully selected and can be considered for both structured and unstructured CPD hours, depending how this activity addressed each individual's personal development needs. Structured CPD is the undertaking of any formal learning activity designed to meet a specific learning outcome (this is what an individual is expected to know, understand or do as a result of his or her learning). Unstructured CPD is any activity an individual considers has met a learning outcome, but which may not have been specifically designed to meet their development needs. Attendance at this event can be included as part of your CPD requirements should you consider it relevant to your professional development needs..
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